Marshall, TX Office

Michael Verhalen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at OSAIC since 2018 and previously spent seven years with Woodbury Financial Services, Inc. He has also operated Verhalen & Associates since 1981. Outside of his advisory work, Verhalen owns and operates Verhalen Financial Group, providing fixed product insurance and supplemental insurance products. OSAIC serves a wide range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Alexandria Yohn is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She has been with OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, and supports various legacy platforms and third-party managed-account solutions.